Unclaimed Profile

Christopher John O'shea

THE FINANCIAL CONSULATE, INC·HUNT VALLEY, Maryland

Series 7, Series 63Clean record34 years registeredTHE FINANCIAL CONSULATE, INC

11019 MCCORMICK ROAD, HUNT VALLEY, MD 21031CRD# 1957429Firm CRD# 106898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher John O'shea · HUNT VALLEY, MD

Registration

CRD #1957429 · THE FINANCIAL CONSULATE, INC · 34 years registered

Brand Profile

Not yet started

Career History

FINANCIAL CONSULATE

Jan 2015 – present

FINANCIAL CONSULATE

Jan 1992 – Nov 2003

LUTHERVILLE, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 21, 1992

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE FINANCIAL CONSULATE, INC

CRD 106898 · SEC 801-18829

AUM

$782M

Regulatory assets under management

Employees

3,093 client accounts

Services offered by THE FINANCIAL CONSULATE, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE FINANCIAL CONSULATE, INC →

Introduction

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Frequently Asked Questions

What services does Christopher John O'shea offer?

Christopher John O'shea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HUNT VALLEY, Maryland for a consultation.

What are Christopher John O'shea's credentials?

Christopher John O'shea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher John O'shea located?

Christopher John O'shea is based in HUNT VALLEY, Maryland, working with THE FINANCIAL CONSULATE, INC. Their office serves clients in the HUNT VALLEY metropolitan area and surrounding communities.

How does Christopher John O'shea charge for services?

Christopher John O'shea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE FINANCIAL CONSULATE, INC?

THE FINANCIAL CONSULATE, INC has approximately 23 employees and manages $782M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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